180 Wealth Advisors’s Oracle ORCL Stock Holding History

180 Wealth Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.3K	Buy	+200	New	+$36.2K	﹤0.01%	488
2022 Q1	–	Sell	-200	Closed	-$16K	–	388
2021 Q4	$16K	Hold	200	–	–	﹤0.01%	378
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	383
2021 Q2	$5K	Buy	+200	New	+$15.7K	﹤0.01%	366

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

180 Wealth Advisors's ORCL Position: Q2 2026 in Review

180 Wealth Advisors increased its Oracle (ORCL) stake by 8.8% in Q2 2026, buying an estimated $256K and bringing the position to 17,416 shares worth $2.55M. The position accounts for 0.26% of the portfolio, ranked #99.

180 Wealth Advisors first reported a position in ORCL in Q4 2017 and has held it in 35 quarters since. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

180 Wealth Advisors held 17,416 shares of Oracle worth $2.55M as of Q2 2026.
180 Wealth Advisors bought 1,410 Oracle shares in Q2 2026, an estimated $256K.
Oracle made up 0.26% of 180 Wealth Advisors's portfolio in Q2 2026, its #99 holding.
180 Wealth Advisors first reported a position in Oracle in Q4 2017 and has held it in 35 quarters since.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.